Outsourced CFO / Financial Controller (Bermuda)
With our Outsourced CFO / Financial Controller (Bermuda) service, you take advantage of a commercially astute professional fulfilling the role of a CFO or Financial Controller without adding to the employee count and resource costs.
We have in-depth experience of the Alternative Investments sector, focusing on Private Equity, Real Estate, Venture Capital, Hedge Funds, and Insurance-Linked Securities (ILS).
We have expertise in US financial reporting.
“Our services can be tailored to suit your requirements”
Services for Alternative Investment Funds, Management Company & General Partner
- Assistance with fund structuring and launch
- Review of offering documents, operating agreements, and organizational documents
- Collaborate with client’s attorneys, tax advisors, auditors, and any other third-party
- Accounting and financial reporting advice
- Limited partnership accounting, Investor services, Treasury services
- Review of financial reports provided by the fund administrator
- Review of investment valuation report
- Review of tax memo
- Audit facilitation
- US GAAP / IFRS financial statements preparation
- Operational support
- Accounting and administration of SPVs/Holding Cos, Management Company, and General Partner
- ILPA reporting
Services for Family Offices and Private Clients
- “Family CFO” / “Personal CFO”
- Assistance with structuring
- Accounting and financial solutions
- Back-office support
- Perform operational risk review and due diligence on asset managers, advisors, funds, and service providers
- Collaborate with client’s attorneys, bankers, advisors, brokers, and any other third-party
Services for International Companies
- Assistance with structuring
- Review of legal documents
- Collaborate with client’s attorneys, tax advisors, and any other third-party
- Accounting and financial solutions
- Back-office support
- Attending and presenting financial information at board meetings
Services for Start-ups
- Interim CFO/Financial Controller
- Strategic business and financial planning
- Back-office support
- Cash flow management
- Internal controls
- Accounting and financial solutions
- Attending and presenting financial information at board meetings
Alexander Advisory Limited – “Teaming up to benefit our clients.”